Mercer Global Advisors
KSU

Mercer Global Advisors’s Kansas City Southern KSU Stock Holding History

Mercer Global Advisors’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,098
Closed -$838K – 1879
2021
Q3 		$838K Sell
3,098
-57
-2% -$15.9K 0.01% 945
2021
Q2 		$894K Sell
3,155
-3,204
-50% -$925K 0.01% 888
2021
Q1 		$1.68M Buy
6,359
+1,875
+42% +$408K 0.02% 587
2020
Q4 		$915K Buy
4,484
+378
+9% +$71K 0.01% 631
2020
Q3 		$742K Sell
4,106
-220
-5% -$38.1K 0.01% 647
2020
Q2 		$646K Sell
4,326
-3,058
-41% -$430K 0.01% 599
2020
Q1 		$939K Sell
7,384
-8,993
-55% -$1.37M 0.02% 490
2019
Q4 		$2.51M Sell
16,377
-1,679
-9% -$246K 0.05% 291
2019
Q3 		$2.4M Sell
18,056
-771
-4% -$96.1K 0.06% 264
2019
Q2 		$2.29M Sell
18,827
-269
-1% -$32.2K 0.06% 256
2019
Q1 		$2.21M Buy
+19,096
New +$2.06M 0.08% 220

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Mercer Global Advisors's KSU Position: Q4 2021 in Review

Mercer Global Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,098 shares — an estimated $838K sold.

Mercer Global Advisors first reported a position in KSU in Q1 2019 and held it in 11 quarters. The position peaked at $2.51M in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Mercer Global Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 3,098 Kansas City Southern shares in Q4 2021, an estimated $838K.
  • Mercer Global Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 11 quarters.
  • Mercer Global Advisors's Kansas City Southern position peaked at $2.51M in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.